SRV vs DBL

Comparison between NXG Cushing Midstream Energy Fund (SRV, ETF) and DoubleLine Opportunistic Credit Fund (DBL, ETF).

5-Year PerformanceSRV has outperformed DBL, delivering a return of +25.9% compared to +2.0%

SRV vs DBL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SRV(ETF)	DBL(ETF)
Net Assets	$288M	$288M
Max Drawdown	98.01%	50.83%
Sharpe Ratio	1.00	-0.49
5Y Beta	0.45	0.16
5Y Dividends CAGR	39.80%	-5.01%

Net Assets

Winner

SRV

$288M

DBL

$288M

Max Drawdown

SRV

98.01%

Winner

DBL

50.83%

Sharpe Ratio

Winner

SRV

1.00

DBL

-0.49

5Y Beta

SRV

0.45

Winner

DBL

0.16

5Y Dividends CAGR

Winner

SRV

39.80%

DBL

-5.01%

SRV vs DBL - Historical Returns

Returns include dividend reinvestment.

Period	SRV	DBL
1 month	-8.24%	+1.35%
3 months	-4.52%	+1.05%
6 months	+11.57%	-1.44%
1 year	+25.11%	+0.09%
5 years(CAGR)	+25.89%	+1.96%
10 years(CAGR)	+7.16%	+1.81%
Max(CAGR)	-6.56%	+4.50%

SRV

-8.24%

Winner

DBL

+1.35%

SRV

-4.52%

Winner

DBL

+1.05%

Winner

SRV

+11.57%

DBL

-1.44%

Winner

SRV

+25.11%

DBL

+0.09%

5Y(CAGR)

Winner

SRV

+25.89%

DBL

+1.96%

10Y(CAGR)

Winner

SRV

+7.16%

DBL

+1.81%

Max(CAGR)

SRV

-6.56%

Winner

DBL

+4.50%

SRV vs DBL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SRV	DBL
2026	+21.83%	-1.25%
2025	+3.69%	+7.08%
2024	+50.07%	+10.67%
2023	+18.19%	+12.59%
2022	+15.96%	-14.98%
2021	+49.60%	+5.85%
2020	-45.75%	+4.27%
2019	+21.39%	+15.02%
2018	-28.56%	-6.48%
2017	-11.25%	+4.42%
2016	+26.82%	-2.09%
2015	-65.02%	+12.98%
2014	-25.54%	+22.63%
2013	+7.54%	-10.37%
2012	-20.26%	+12.82%
2011	-15.89%	N/A
2010	+17.49%	N/A
2009	+80.07%	N/A
2008	-71.89%	N/A
2007	-19.72%	N/A

SRV vs DBL Drawdown Comparison

The maximum drawdown for SRV was -97.67%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The maximum drawdown for DBL was -26.44%, occurring on Mar 18, 2020. Recovery took 238 trading sessions.

The current SRV drawdown is -72.44%. The current DBL drawdown is -2.45%.

Rank	SRV	DBL
#1	-97.67% Aug 27, 2007 - Mar 18, 2020	-26.44% Jan 22, 2020 - Dec 30, 2020
#2	N/A	-24.54% Oct 14, 2021 - Aug 2, 2024
#3	N/A	-21.29% May 10, 2013 - Nov 25, 2014
#4	N/A	-19.89% Jul 3, 2017 - Jan 22, 2020
#5	N/A	-15.86% Sep 8, 2016 - Jul 3, 2017
#6	N/A	-10.90% Feb 3, 2015 - Oct 7, 2015
#7	N/A	-6.67% May 12, 2016 - Jun 7, 2016
#8	N/A	-5.96% Nov 5, 2015 - Dec 7, 2015
#9	N/A	-5.72% Oct 22, 2025 - Mar 30, 2026
#10	N/A	-4.78% Feb 21, 2012 - Apr 26, 2012
#11	N/A	-4.76% Sep 18, 2024 - Jan 15, 2025
#12	N/A	-4.69% Oct 4, 2012 - Dec 12, 2012
#13	N/A	-3.97% Apr 26, 2012 - Jun 4, 2012
#14	N/A	-3.94% Dec 17, 2015 - Feb 5, 2016
#15	N/A	-3.82% Jun 27, 2016 - Jul 22, 2016

Correlation

Correlation between SRV and DBL is -0.59 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.59

-101

Dividend Comparison (2007 - 2026)

SRV vs DBL dividend yield comparison.

Year	SRV	DBL
2026	8.31%	6.22%
2025	19.31%	8.66%
2024	12.85%	8.52%
2023	15.93%	8.60%
2022	8.85%	8.89%
2021	4.72%	7.17%
2020	5.55%	8.69%
2019	2.65%	6.83%
2018	3.18%	10.27%
2017	2.27%	9.03%
2016	1.99%	8.68%
2015	1.23%	9.35%
2014	0.76%	10.14%
2013	0.56%	8.98%
2012	0.63%	7.34%
2011	0.51%	0.00%
2010	0.43%	0.00%
2009	0.53%	0.00%
2008	1.44%	0.00%
2007	0.09%	0.00%